Class of 2025
TO OUR Class of 2025 E lite A dvisors E lite A dvisors
Kyle Addington
Elite Advisor Six-Time Qualifier
Office Location
Goodyear, AZ
Years in Business
29
With IFG Since 2016
Business Mix
85% Advisory Fee, 10% Annuities, 5% Alts
Education
University of North Texas, BA – Strategic Management
Previous Broker/Dealer
Kovack Securities Professional Designations CF2®
Spouse Melissa 2025 Accomplishments
New office, hired 2 new reps & Elite Advisor.
Goals for 2026
Grow office 20% & Elite Advisor.
Sean Agahi
Elite Advisor Three-Time Qualifier
Office Location
Van Alystne, TX
Years in Business
31
With IFG Since 2015
Education
Chabot College –Economics
Previous Broker/ Dealer
First Allied Securities
Spouse
Rojan
Children
Landon, Darius & Daxton
Ryan Ansted
Elite Advisor
Eight-Time Qualifier
Office Location
Annapolis, MD
Years in Business
26
With IFG Since 2018
Education
University of Maryland, BA –Economics
Previous Broker/Dealer
SII Investments
Professional Designations
CRPC®
Spouse Jaime Children
Brendan, Kaila & Alex
Ian Arrowsmith
Two-Million Dollar Club Eight-Time Qualifier
Office Location
Annapolis, MD
Years in Business
30
With IFG Since 2018
Education
Towson State University, BA –Economics
Previous Broker/Dealer
SII Investments
Spouse Colleen
Children
Jude
Jammie Avila
Two-Million Dollar Club Four-Time Qualifier
Office Location
Henderson, NV
Years in Business
26
With IFG Since 2021
Business Mix
70% Commission, 30% Feebased
Previous Broker/Dealer Kalos
Spouse
Danielle Children
Jace, Alexis, Mya & Ashton
2025 Accomplishments
Successfully bought out a business partner.
Goals for 2026
Open another office or buy a book.
Kirk Badii
Elite Advisor Five-Time Qualifier
Office Location
Southlake, TX
Years in Business
15
With IFG Since 2020
Business Mix
100% Fee-based
Education
NC State University – Undergrad
Pepperdine University – MBA, Finance
Previous Broker/Dealer
UBS Private Wealth Management
Professional Designations
CEPA®
Spouse
Heather
Children
Hudson & Harper 2025 Accomplishments
Bought a ski/summer home in Park City, joined the Discovery Land Co. golf club in Fort Worth, grew my business, and improved my game.
Goals for 2026
Achieve a single-digit handicap, grow my business, foster relationships, and onboard lots of new clients.
Favorite Piece of Business or Life Advice
Run your own race, and treat others as you want to be treated.
Nick Behnke
Elite Advisor Four-Time Qualifier
Office Location
Oshkosh, WI
Years in Business
25
With IFG Since 2021
Business Mix
65% Commission, 30% Annuity, 5% Trails
Education
University of Wisconsin Oshkosh –BS, Geography
Previous Broker/Dealer Woodbury Financial
Spouse
Jennifer Children
Brett, Anthony & Maximus 2025 Accomplishments
Another record year with 15% growth.
Goals for 2026
Continue the record year pace. Get my oldest son licensed.
Favorite Piece of Business or Life Advice
Get up and go to work.
Dustin Blodgett
Two-Million Dollar Club Three-Time Qualifier
Office Location
Concord, CA
Years in Business
13
With IFG Since 2023
Education
Brigham Young University – BS, Finance
Previous Broker/Dealer
Arkadios Capital
Professional Designations
CIMA®, CFP®
Spouse
Moriah
Children
Kennedy, McKinley, Lincoln, London & Sydney
2025 Accomplishments
Family trips to Bahamas, Mexico, Switzerland, Disneyland, Tahoe. Ran first 30k. Moved the office closer to home.100+ vacation days, 70m+ new assets. Goals for 2026 Client events streamlined and built out. Digital reports to clients, less mailings. 100+ vacay days, 50m+ new assets. Advisor acquisition started.
Favorite Piece of Business or Life Advice
“The joy we feel has little to do with the circumstances of our lives and everything to do with the focus of our lives.”
Peter Blok
Elite advisor
Two-Time Qualifier
Office Location
Exton, PA
Years in Business
16
With IFG Since 2014
Business Mix
75% Advisory, 15% Annuity/Fund
Trails, 10% Alternatives
Education
James Madison University – BA, Accounting
Previous Broker/Dealer
H. Beck
Professional Designations
CFP®
Spouse
Amy
Children
Libby & Charlie 2025 Accomplishments
Surpassed $1,000,000 GDC for the first time and partnered with Jim Fahy to acquire another IFG rep’s business.
Goals for 2026
To surpass $1,500,000 GDC and find an internship for my daughter who is a Financial Planning and Wealth Management major at University of Delaware.
Favorite Piece of Business or Life Advice
If you always tell the truth, you never have to remember what you said.
Blake Bonner
Elite Advisor Five-Time Qualifier
Office Location
Amarillo, TX
Years in Business
10
With IFG Since 2019 Education
Texas Tech University – BS & Masters, Personal Financial Planning
Previous Broker/Dealer LPL Financial Professional Designations CFP®
Spouse Ellee Children
Marlee, Annee, & Sulli
Pat Brennan
Two-Million Dollar Club Twenty-One-Time Qualifier
Office Location
San Diego, CA
Years in Business
28
With IFG Since 2003
Business Mix
60% Managed Money, 20% Alts, 20% Annuities
Education
Pepperdine University – Masters, Business
Previous Broker/Dealer Sentra
Spouse
Erin Children
Danny & Molly 2025 Accomplishments
Son, Danny, got married in August. Goals for 2026
Maintain good life/work balance. Favorite Piece of Business or Life Advice
Don’t major in minor things.
Steve Carlton
Elite Advisor Ten-Time Qualifier
Office Location
Bloomington, MN
Years in Business
36
With IFG Since 2013
Business Mix
AUM, Annuities, Alts, Retirement Plans, Insurance, etc.
Education
University of Wisconsin-Madison –BA, Sociology
Previous Broker/Dealer
Multiple: Cetera, Pacific West, Sentra-Spelman etc..
Professional Designations PPC
Spouse Amy Children Quinn
2025 Accomplishments
EAC. PAC. Raised a High School Daughter Goals for 2026
EAC & Growing Practice. Favorite Piece of Business or Life Advice
Work Hard...Play Hard!
James Chang
Two-Million Dollar Club Fourteen-Time Qualifier
Office Location
Rockville, MD
Years in Business
24
With IFG Since 2012
Business Mix
Annuity, Income Note, UIT, Alternative, Mutual Funds
Education
University of Texas Southwestern
Medical Center – PhD, Cell Biology
Previous Broker/Dealer
Ameritas
Professional Designations
CFP®, CRC®, CLU®
Spouse
Caroline Children
Lucas & Dustin
2025 Accomplishments
New money $51M. Trail GDC
$792K.
Goals for 2026
New money $60M. Trail GDC
$900k.
Favorite Piece of Business or Life Advice
Work hard, work smart & work efficient. Focus on what you do the best.
Kelly Clyde
Elite Advisor
Six-Time Qualifier
Office Location
San Clemente, CA
Years in Business
21
With IFG Since 2009
Business Mix
50% Advisory, 40% Alts/DPPS, 10% Insurance
Education
UC Santa Barbara – BA, Business Economics
Previous Broker/Dealer
MCL Financial Group
Professional Designations
CFP®
Spouse Lindsey Children Walker, Wyatt & Cameron
2025 Accomplishments
Grew Advisory revenue by 40%.
Goals for 2026
Acquire another practice and hire junior advisor.
Favorite Piece of Business or Life Advice
Do a better job than expected and you will always be in demand.
Cindy Couyoumjian
Four-Million Dollar Club Sixteen-time Qualifier
Office Location
Tustin, CA
Years in Business
39
With IFG Since 2010
Business Mix
30% Annuities, 20% Alternatives, 50% Advisory
Education
Oakland University – BS, Marketing
Previous Broker/Dealer
First Allied Securities
Spouse
Harry
Children Claire & Kobe 2025 Accomplishments
1. Paid off my office building.
2. Hired 3 licensed brokers. 3. Achieved highest production year. Goals for 2026
1. Hire 2 more licensed brokers. 2. Increase overall revenues by 20%.
3. Start a Prison Ministry Outreach. Favorite Piece of Business or Life Advice
Tithe a portion of income in accordance with faith-based beliefs.
Ari Crandall
Elite Advisor Nine-Time Qualifier
Office Location
San Diego, CA
Years in Business
25
With IFG Since 2004
Education
San Diego State University – BA, Financial Services
Previous Broker/Dealer
HTK
Professional Designations
CFP®, EA
Spouse
Devra
Children
Jake & Gavin
Favorite Piece of Business or Life Advice
Feed the good in life, starve the bad in life.
Dan Dougherty
Elite Advisor Six-Time Qualifier
Office Location
Buffalo, MN
Years in Business
11
With IFG Since 2015
Business Mix
90% Fee, 10% Commission
Education
Minnesota State University Mankato – BS, Finance
Spouse Molly Children
Alba, Kieran, Michael & Baby (due Feb 2026)
Goals for 2026
Make memories with my family!
Dillon Dougherty
Elite Advisor Six-Time Qualifier
Office Location Buffalo, MN Years in Business 9
With IFG Since 2016 Education
St. Cloud State University - BA, Marketing
Spouse Lauren Children
Nora, Emma & Claire
Ittai Dvir
Elite Advisor
Twelve-Time Qualifier
Office Location
Bethesda, MD
Years in Business
21
With IFG Since 2011
Education
Towson University - BS, Finance
Previous Broker/Dealer
Pacific West Spouse
Karri
Children
Noa & Ethan
Mark Ealy
Elite Advisor Six-Time Qualifier
Office Location
Carlsbad, CA
Years in Business
24
With IFG Since 2009
Business Mix
Planning, Investments, Annuities, 401Ks
Education
University of Detroit – BS, Accounting
Previous Broker/Dealer
Woodbury Financial
Professional Designations
CFP®, RICP®, CPA
Spouse Rebecca Children
6 & 3 granddaughters 2025 Accomplishments
Most revenue ever, very happy clients.
Goals for 2026
Keep taking excellent care of our clients and their referrals.
Favorite Piece of Business or Life Advice
You always do well by doing what is right.
Jay Eng
Elite Advisor Five-Time Qualifier
Office Location
Torrance, CA
Years in Business
20 With IFG Since 2020
Business Mix
Annuities 20%, Mutual Funds 20%, Fixed Income 20%, Structured
Notes 20%, AIts 20%
Education
Claremont McKenna College –Masters, Economics
Previous Broker/Dealer
LPL Financial
Professional Designations
CRPC®
Rod Evans
Office Location
San Diego, CA Years in Business 34
With IFG Since 2021
Business Mix
AUM, Annuities & Life Insurance
Education
San Diego State University – BS, Business, Real Estate Finance
Previous Broker/Dealer
HTK
Professional Designations
CFP®, CEPA®
2025 Accomplishments
Best production year ever, new mkts. such as 1031 DST’s.
Goals for 2026
More 1031 DST business.
Favorite Piece of Business or Life Advice
Keep getting in front of your clients. It turns into more business. Make calls & meet in person. Take clients to lunch.
Jim Fahy
Elite Advisor First-Time Qualifier
Office Location
Exton, PA
Years in Business
22
With IFG Since 2022
Business Mix
65% Fee-based, 25% RILA/ Indexed Annuities, 15% Direct Funds
Education
Pennsylvania State University – BS, Health Policy Administration
Previous Broker/Dealer
AIG/Sunamerica
Professional Designations
CRPC®
Spouse
Mary Kay
Children
Anna, Erin, James, Patrick 2025 Accomplishments
Acquisition of financial services book of business from fellow IFG advisor with my partner, Peter Blok. Goals for 2026
Continue to convert assets to feebased. Streamline processes. Favorite Piece of Business or Life Advice
Listen intently, be open, honest and transparent.
Jim Flanagan
Elite Advisor First-Time Qualifier
Office Location
Downers Grove, IL
Years in Business
38
With IFG Since 2010
Business Mix
Advisory & Commission
Education
Concordia University Chicago
– Doctorate, Leadership & Gerontology
Previous Broker/Dealer AIG
Professional Designations CEP, MRFC®
Favorite Piece of Business or Life Advice
No excuses - Do the work!
Joshua Goldsmith
Office Location
Annapolis, MD
Years in Business
21
With IFG Since 2018 Education
Undergrad
Elite Advisor Eight-Time Qualifier
Previous Broker/Dealer
SII Investments
Spouse Amy Children Mae & Vivian
Tim Hayes
Elite Advisor First-Time Qualifier
Office Location
Lancaster, CA
Years in Business
45
With IFG Since 2024
Business Mix
Advisory, Securities, Mutual Funds, Annuities, Insurance
Education
California State University, Northridge – BA, Political Science
Previous Broker/Dealer
Crown Capital Securities, L.P.
Professional Designations
CLU®, ChFC®, CFP®
Spouse
Diane Children 3
2025 Accomplishments
Staying Alive; Surviving Broker
Dealer Change of 2024 with the help of IFG.
Goals for 2026
Maintaining and growing the agency.
Favorite Piece of Business or Life Advice
Utilize visuals and keep it simple.
Marcus Henderson
Two-Million Dollar Club Three-Time Qualifier
Office Location
Brentwood, TN
Years in Business
36
With IFG Since 2022
Business Mix
40% Managed Funds, 40%
Annuities, 20% People Insurance
Education
Tennessee State University – BS, Economics
Masters, Financial Management –MRFC
Doctorate, Humane Letters, Honorary – Payne Theological Seminary
Previous Broker/Dealer
Royal Alliance
Professional Designations
LUTCF, RFP®, AIF®, MRFC®
Spouse
Yolanda
Children
Mikala, Shifra, Mystique, K. Malik & Marcus Jr.
2025 Accomplishments
Clarity of standards, and growth of thought.
Goals for 2026
Curate our implemented standards.
Favorite Piece of Business or Life Advice
“I am pleased, yet not satisfied.”
David Herman
Elite Advisor
Eight-Time Qualifier
Office Location
Annapolis, MD
Years in Business
23
With IFG Since 2018
Education
Temple University & Eastern New
Mexico University
Previous Broker/Dealer
SII Investments
Spouse
Erika
Children
Madeline & Grace
David Hill
Elite Advisor First-Time Qualifier
Office Location Las Cruces, NM Years in Business
28
With IFG Since 2017 Education
Texas State University – BA, Finance and Economics
2025 Accomplishments I got to Rome!
Favorite Piece of Business or Life Advice
Patience is not simply the ability to wait - it’s how we behave while we’re waiting. Being good at what we do is determined each day on what we choose to do. There are no shortcuts.
Rachel Hoang
Two-Million Dollar Club Five-Time Qualifier
Office Location
Hermosa Beach, CA
Years in Business
29
With IFG Since 2021
Business Mix
Variable Annuities, Managed Accounts, Insurance
Education
College For Financial Planning –Master of Science
Previous Broker/Dealer
NPB Financial Group
Professional Designations
MS
Spouse
Anthony Children Rhett
2025 Accomplishments
Green Belt in Shotokan Karate. Goals for 2026
Start training in Muay Thai. Favorite Piece of Business or Life Advice
Forget all the reasons it won’t work and believe the one reason that it will.
Joel Hooper
Elite Advisor Five-Time Qualifier
Office Location
Roseburg, OR
Years in Business
32
With IFG Since 2017
Business Mix
95% Advisory, 5% brokerage
Education
Undergrad Associates
Previous Broker/Dealer
LPL Financial
Spouse
Theresa
Children
Kati, Mary & Natalie
2025 Accomplishments
My wife and I built a 15x30 greenhouse and are still married. Exceeded our goal and increased our AUM by 33%.
Goals for 2026
Business - hire new intern and increase AUM by 15%. Personalstay healthy, travel and spend time with loved ones.
Favorite Piece of Business or Life Advice
Work hard and be nice to people. Help educate younger investors.
Michael Hyat
Elite Advisor
Twenty-one-Time Qualifier
Office Location
San Diego, CA
Years in Business
36
With IFG Since 2004
Business Mix
85% Advisory, 10% Annuities, 5% Life Insurance
Education
San Diego State University – BS, Finance
Previous Broker/Dealer
AIG/Sunamerica
Professional Designations
CFP®
Spouse
Desirae
Children
Sasha, Skylar & Alexis 2025 Accomplishments
Enjoyed my best year in the business.
Goals for 2026
Continue to provide excellent service to my clients while still enjoying what I do.
Favorite Piece of Business or Life Advice
“The pessimist sees difficulty in every opportunity. The optimist sees opportunity in every difficulty.”
- Winston Churchill
Kathy Keadle
Two Million-Dollar Club Ten-TIme Qualifier
Office Location
Augusta, GA
Years in Business
20
With IFG Since 2015
Business Mix
80% Advisory, 10% Annuity, 10%
Alts
Education
University of Georgia – BA,
Speech Communications/Mass
Communications
Previous Broker/Dealer
Securities America
Professional Designations
CFed®
Spouse
Russ
Children
Austin & Nolan 2025 Accomplishments
We hard launched our tax preparation side of the house! Goals for 2026
To ensure that my practice operates efficiently without requiring my constant involvement in dayto-day decisions, so I can focus on growth.
Favorite Piece of Business or Life Advice
Always do the right thing— especially when it’s hard or inconvenient. When decisions are made with honesty and faith, God will honor that path.
Diane Kimbro
Elite Advisor Seven-Time Qualifier
Office Location
Costa Mesa, CA
Years in Business
38
With IFG Since 2010
Business Mix
Qualified Plans/Insurance
Education
California State University, Long Beach – BS, Business
Previous Broker/Dealer
AFA
Professional Designations
TGPC, AIF®, CEBS®
Spouse Eric Children Emily & Evan 2025 Accomplishments
Brought my son along in the business.
Goals for 2026
Continue to bring my son along in the business.
Favorite Piece of Business or Life Advice
Keep it simple.
Kyle Kirwan
Two-Million Dollar Club Four-Time Qualifier
Office Location
Henderson, NV
Years in Business
28
With IFG Since 2021
Business Mix
AUM, Fixed, Index & Buffer
Annuities, Alternatives
Previous Broker/Dealer
Kalos
Professional Designations
RICP®
Spouse
Amanda Children
Bradley & Courtney
2025 Accomplishments
Getting my son, Bradley, in the business selling Medicare to our clients and shadowing me in appointments to one day be even better than me! Goals for 2026
Figure out how to pay for daughter’s wedding in Hawaii in September LOL. Celebrating 30 years of marriage in 2026. Favorite Piece of Business or Life Advice
Never get too busy making a living that you forget to make a life.
Josh Koehnen
Two-Million Dollar Club Sixteen-Time Qualifier
Office Location
San Diego, CA
Years in Business
24
With IFG Since 2004
Business Mix
80% Managed Money, 10%
Insurance/Annuities, 10%
Alternatives
Education
San Diego State University –Masters, Finance & Tax Planning
Previous Broker/Dealer
QA3 Financial
Professional Designations
CFP®
Spouse
Chelsea
Children
Kaylie, Ella & Avery 2025 Accomplishments
Transitioned our paraplanner to a client-facing associate advisor.
Goals for 2026
Help my oldest daughter launch into college while keeping my emotions in proper perspective. Favorite Piece of Business or Life Advice
Worry less about what you cannot change and more about doing your work well every day.
Rich Krafcik
Two-Million Dollar Club Five-time Qualifier
Office Location
Richmond, VA
Years in Business
19
With IFG Since 2017
Education
Virginia Commonwealth University –BS, Finance, Summa Cum Laude
University of Florida – Masters, Business Administration
Previous Broker/Dealer
National Planning Corp.
Spouse
Patricia
Children
Isabella, Alissa & Stella
2025 Accomplishments
Purchased a commercial building for our company. Added an advisor that uses our firm for portfolio/ operations/compliance. Acquired a book of business.
Goals for 2026
Add the right people to our team. Do it in a way that delivers high quality results for clients, staff, and their families.
Favorite Piece of Business or Life Advice
Treat people right and sleep well at night.
Suzy Lawrence
Elite Advisor Two-Time Qualifier
Previous Broker/Dealer
DA Davidson & Crowell Weedon & Co.
With IFG Since 2024
Education Undergrad
Spouse Tre
Children
Ashley & Shelby
John Lee
Two-Million Dollar Club
Twenty-Time Qualifier
Nine-Time Advisor of the Year
Office Location
Pleasanton, CA
Years in Business
27
With IFG Since 2005
Business Mix
Variable Annuities, Structured Products, Mutual Funds
Education
University of San Francisco – BS, Accounting
Golden Gate University – Masters, Taxation
Previous Broker/Dealer
National Planning Corp.
Professional Designations
CFP®, CLU®, CPA, PFS® Spouse
Caroline Children
Edmund & Jaclyn 2025 Accomplishments
Made two million dollars producer while working three days a week.
Josh Lee
Two-Million Dollar Club Six-Time Qualifier
Office Location
Seattle, WA
Years in Business
25
With IFG Since 2008
Business Mix
Advisory Business, Structured Products, Annuity, Insurance
Education
University of Washington – BA, Business & Architecture
Previous Broker/Dealer Pruco Securities
Spouse Soora Children Jadon Goals for 2026
Stay healthy - mentally and physically.
Favorite Piece of Business or Life Advice
Always expect the unexpected. Always appreciate and be thankful.
Marc Lord
Elite Advisor Two-Time Qualifier
Office Location
San Diego, CA
Years in Business
26
With IFG Since 2013
Business Mix
Mainly Advisory, some Annuity & Life Insurance, Tax Planning
Education
San Diego State University – BS, Finance
Previous Broker/Dealer Hornor, Townsend, & Kent
Professional Designations CFA®, CFP®, EA
Spouse Shannon Children 4
2025 Accomplishments
Qualifying for Elite Advisor. Goals for 2026
Growing practice to pay for multiple colleges.
Favorite Piece of Business or Life Advice
Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it.
Matt Lum
Elite Advisor Two-Time Qualifier
Office Location
Santa Barbara, CA
Years in Business
40
With IFG Since 2021
Business Mix
Financial Planning & Asset
Management
Education
UC Santa Barbara – BA, Economics
Previous Broker/Dealer Girard
Professional Designations
CFP®, CFS®
Children
Nicolas, Hunter & Trevor 2025 Accomplishments Survived Sepsis Goals for 2026
Qualify for the next Elite Advisor Conference.
Favorite Piece of Business or Life Advice
Love freely and purely.
Matthew Marcom
Bryan Mazza
Elite Advisor Two-Time Qualifier
Office Location
Mercer Island, WA
Years in Business
35
With IFG Since 2022
Business Mix
Advisory, Annuities, Insurance, 529 Plans
Education
University of Washington – BA, Psychology
Previous Broker/Dealer Cetera
Spouse
Debbie Children Hanna
Goals for 2026
A successful home remodel under budget! Further diversity business revenue through practice acquisition and adding another advisor to the practice.
Favorite Piece of Business or Life Advice
Always be nice.
Gregory Meyer
Elite Advisor Two-Time Qualifier
Office Location
Encino, CA
Years in Business
27
With IFG Since 2022
Education
UC Riverside – BA, Political Science/Administrative Studies
Previous Broker/Dealer
NPB Financial Group Spouse
Sheila
Children
Aliza, Ephraim & Kayla
Deepen Modi
Elite Advisor Four-Time Qualifier
Office Location
Glenview, IL
Years in Business
30
With IFG Since 2015
Business Mix
80% Fee-based, 10% Alternatives, 10% Annuities
Education
Loyola University of Chicago – BS & Masters, Engineering
Previous Broker/Dealer
First Midwest Securities
Professional Designations
PE
Spouse Ketki
2025 Accomplishments
Largest production year. Goals for 2026
Another 30% growth year. Favorite Piece of Business or Life Advice
Persistence, Persistence, Persistence
Art Molloy
Two-Million Dollar Club
Twenty-One-Time Qualifier
Office Location
San Diego, CA
Years in Business
47
With IFG Since 2003
Business Mix
85% Fee-based, 5% Annuities, 5%
Alts, 5% misc.
Education
UCSD, Biophysics
Previous Broker/Dealer
Sentra/AIG
Professional Designations
CFP®, CFA®, CMT®
Spouse Dana
Children
Jason, Tiffany, Michael, Ryan & Ashleigh 2025 Accomplishments
Charitable contributions achieved lifetime high. Spent more time with family.
Goals for 2026
Business goal is to exceed $3 MM GDC.
Favorite Piece of Business or Life Advice
Doing the right thing is rarely the easiest path.
Anthony Napolitano
Two-Million Dollar Club Four-Time Qualifier
Office Location
Las Vegas, NV
Years in Business
18
With IFG Since 2021
Business Mix
AUM, Brokerage, Annuity
Education
High School
Previous Broker/Dealer
Kalos
Spouse Susie
Children
Frankie, Donnie, Tony & Lucy
Favorite Piece of Business or Life Advice
Stop and smell the roses.
Zoe Ng
Elite Advisor Thirteen-Time Qualifier
Office Location
Pleasanton, CA
Years in Business
28
With IFG Since 2005
Business Mix
Structured Products, RILAs, VAs, FIAs, Advisory, 1031 DSTs, REITs, Insurance
Education
BA, Finance & Marketing
Previous Broker/Dealer
National Planning Corporation
Spouse Norman Children
Audrey & Ingrid 2025 Accomplishments
Resumed clients’ activities through hosting Clients Appreciation Dinners; total 200 clients entertained. Increased AUM and referrals.
Goals for 2026
Stay healthy and happy. To help.
Greg O'Donnell
Four-Million Dollar Club Nine-Time Qualifier
Office Location
San Rafael, CA
Years in Business
30
With IFG Since 2016
Business Mix
92% AUM, 5% Annuity, 3% DST
Previous Broker/Dealer
Securities America
Spouse
Liz
Children
Spencer & Payton 2025 Accomplishments
4 Million Club 2nd year in row. Goals for 2026 Greater balance. Favorite Piece of Business or Life Advice
Treat everyday as if it was your 1st, last, or ONLY.
Greg Ostrowski
Two-Million Dollar Club
Eight-Time Qualifier
Office Location
Annapolis, MD
Years in Business
24
With IFG Since 2018
Business Mix
90% Fee-based, 10% Commission
Education
Villanova University – BS, Finance & Int’l Business
Previous Broker/Dealer
SII Investments
Professional Designations
CFP®, ChFC®, CRPC®, BFA
Spouse
Sabrina
Children
Patrick, Evangeline, Everett & Amelia
2025 Accomplishments
Hit $2mil GDC and $300mm AUM. Sent our oldest to high school and attended countless lacrosse games!
Goals for 2026
The ever-elusive work/life balance! Continue to thoughtfully scale while taking more days for fun stuff.
Favorite Piece of Business or Life Advice
There are only two people whose pride should truly matter to you.
Only two: 9-year-old you, full of dreams, and 80-year-old you, full of memories.
Thomas Otten
With IFG Since 2015 Business Mix
Individual stocks and ELF’s.
Education
Vicennes University – Associates
Previous Broker/Dealer
First Allied Securities
Professional Designations
CWS®
Jodi Padgett
Elite Advisor Four-Time Qualifier
Office Location
Prescott, AZ
Years in Business
41
With IFG Since 2019
Business Mix
AUM, Financial Planning, Tax & Accounting Services
Education
College For Financial Planning –Masters, Financial Planning
Previous Broker/Dealer
Royal Alliance
Professional Designations
CFP®
Children
1 & 3 grandchildren
2025 Accomplishments
Transitioned back to my original firm, rebuilt a strong, collaborative team, and achieved revenue growth despite a challenging transition.
Goals for 2026
To continue uplifting others, empowering families, and making a lasting, positive impact in my community and beyond.
Favorite Piece of Business or Life Advice
“Success is measured not by what you accumulate, but by the lives you improve along the way.”
Amrish Patel
Three-Million Dollar Club
Seven-Time Qualifier
Office Location
Scottsdale, AZ
Years in Business
25
With IFG Since 2018
Business Mix
Comprehensive Wealth
Management, Business Consulting, TAX & Estate Planning
Education
Lamar University – Masters, Industrial Engineering
Previous Broker/Dealer
Mass Mutual
Spouse
Beena Children
Nisarg & Malhar 2025 Accomplishments
Expanded the group to 3 certified reps and added a couple of Admin staff members.
Goals for 2026
Business Process Optimization and extensive use of AI for Business Intelligence and Efficiency.
Favorite Piece of Business or Life Advice
Be exceptional in what you do.
John Pearson
Elite Advisor First-Time Qualifier
Office Location
Santa Rosa, CA
Years in Business
40
With IFG Since 2018
Business Mix
75% Recuring Revenue, 25%
Insurance & Alternatives
Education
California State University, Chico –
BS
Previous Broker/Dealer
NPB Financial Group
Professional Designations
CFP®
Spouse Tammy Children
Robert, Blake, Ariel & Jenna 2025 Accomplishments
Married 30 years with 8 wonderful grandchildren.
Goals for 2026
Run a BQ marathon.
Favorite Piece of Business or Life Advice
You can’t save the whole world, so you can only dance with the people that want to dance.
Peter Prescott
Two-Million Dollar Club
Sixteen-Time Qualifier
Office Location
San Juan Capistrano, CA
Years in Business
41
With IFG Since 2010
Business Mix
Fee-based 83%, Annuities 5%, Var Life 5%, Alts 2%, misc. 5%
Education
UC Berkeley – BS, Business Administration, Accouting
Golden Gate University – Masters, Taxation
Professional Designations
CPA, PFS®, PFP, AIF®
Spouse
Margie
Children
3 & 5 grandchildren 2025 Accomplishments
Completed Succession Planning with my son, Grant. Installed workflows and transitioned firm out of a lifestyle firm. Goals for 2026
Continue to hire more staff and create a work/life balance for partners.
Favorite Piece of Business or Life Advice
Never stop dating your wife.
Chad Schiel
Elite Advisor Two-Time Qualifier
Office Location
San Juan Capistrano, CA
Years in Business
16
With IFG Since 2012
Business Mix
85% Advisory, 10% Annuity, 5% other Education
Regis University – Masters, Finance & Accounting
Previous Broker/Dealer
Edward Jones
Spouse
Lauren Children
Madeleine, Ethan & Benjamin
2025 Accomplishments
Started working on a private pilot license. Lots of fun travel with Lauren and our three great kids. Started doing some missionary work in Panama. Goals for 2026
To successfully lead a missionary group team of 15 to Panama for another successful playground build.
Favorite Piece of Business or Life Advice
“Inconvenience is the cost of community.”
Jason Segawa
Elite Advisor Two-Time Qualifier
Office Location
Honolulu, HI
Years in Business
16
With IFG Since 2013
Business Mix
Advisory, Structured Bank Notes, Mutual Funds, Alternatives, Life Insurance
Education
University of Hawai’i at Manoa –BA, Finance
Previous Broker/Dealer
Transamerica
Professional Designations CFP®
Spouse Julie Children Nicholas & Emi 2025 Accomplishments Surpassed $1M in production for the first time.
Goals for 2026
Remain an Elite Advisor. Favorite Piece of Business or Life Advice Have fun.
Jeff Senglaub
Four-Million Dollar Club Six-Time Qualifier
Office Location
Delafield, WI
Years in Business
46
With IFG Since 2020 Education
Bryant and Stratton - Associates degree, Marketing
Previous Broker/Dear Sagepoint Financial Spouse Debra
Children
Christy, Jessie, Adam (son-in-law) & Charlotte (grandaughter)
Jim Senglaub
Elite Advisor Six-Time Qualifier
Office Location
Delafield, WI
Years in Business
43
With IFG Since 2020
Education
Marquette University – BS
Previous Broker/Dealer
SagePoint Financial Spouse Peggy Children
Michael, Kyle, Brendan & Paul
Herb Shiraishi
Three-Million Dollar Club
Nine-Time Qualifier
Two-Time IFG Advisor of the Year
Office Location
Honolulu, HI
Years in Business
25
With IFG Since 2016 Business Mix
50% Life Insurance, 25% Advisory, 25% Brokerage Education
University of Hawai’i at Manoa –BA, Business Administration
Previous Broker/Dealer United Planners Spouse Georgi Children Anne, James & Daniel Goals for 2026
Focus on adding value to others.
Jay Sprinkel
Elite Advisor
Eight-Time Qualifier
Office Location
Annapolis, MD
Years in Business
24
With IFG Since 2018
Business Mix
95% Fee-based, 5% Annuities
Education
Randolph-Macon College – BA, Business/Economics
Previous Broker/Dealer
SII Investments
Professional Designations
CRPC®
Spouse
Katharine Children
Ava, Emerson, Declan, Finlay, Silas & Poppy
2025 Accomplishments
My oldest daughter graduated college and our next oldest started her first year of college. Goals for 2026
Continue to foster meaningful relationships with my clients. Favorite Piece of Business or Life Advice
Listen before you advise.
Larry Steckler
Two-Million Dollar Club Thirteen-Time Qualifier
Office Location
Poway, CA
Years in Business
32
With IFG Since 2011
Business Mix
75% Managed Money, 20%
Annuities, 5% Alternatives
Education
San Diego State University –Masters, Financial and Tax Planning
Previous Broker/Dealer
QA3 Financial
Professional Designations
CFP® Spouse Laurie
Children
Darrel/Erica, Traci/Peter & Kelli/Max 2025 Accomplishments
85% complete ensemble practice buildout, awesome live aboard dive trip to Cocos Island off Costa Rica, welcomed a new grandson.
Goals for 2026
A redesigned tech stack in the practice. Fully implement growth, succession and continuity business plan. Live aboard dive trip in April to Palau.
Favorite Piece of Business or Life Advice
You are a perfect version of yourself - recognize and live it.
Steve Sutley
Elite Advisor
Seventeen-Time Qualifier
Office Location
Sacramento, CA
Years in Business
31
With IFG Since 2009
Business Mix
90% Advisory, 5% Alternatives, 5%
Insurance
Education
California State University, Sacramento – BS, Business
Previous Broker/Dealer
FINIC
Professional Designations
AIF®
Spouse
Erin Children
Trevor & Gavin
2025 Accomplishments
Increased revenue by more than the goal I set.
Goals for 2026
Acquire a practice and increase gross revenue by 20%.
Favorite Piece of Business or Life Advice
My mantra every day is, “Patience, Kindness and Love.”
Jonathan Szostek
Elite Advisor Seven-Time Qualifier
Office Location
Annapolis, MD
Years in Business
20
With IFG Since 2018
Education
Towson University – BS, Finance
Previous Broker/Dealer
SII Investments
Spouse Aliyah
Children
Wrenleigh & Tatum Goals for 2026
$2,000,000 Club.
Michael Tannery
Elite Advisor Four-Time Qualifier
Office Location
Richardson, TX
Years in Business
30
With IFG Since 2013
Business Mix
95% Advisory, 5% mixed
Education
SME – BA, Accounting/Finance
Previous Broker/Dealer
LPL Financial
Professional Designations
CPA, CDFA, AIF®
Spouse Tina
Children Chandler, LynAlise & Hayley
2025 Accomplishments
Italy with Tina and lots of birthdays. Goals for 2026
Enjoy Life, Travel and Drink Great Wine.
Favorite Piece of Business or Life Advice
Measure What Matters.
Joyce Thomas
Six-Million Dollar Club
Eleven-Time Qualifier
Five-Time IFG Advisor of the Year
Office Location
San Gabriel, CA
Years in Business
30
With IFG Since 2015
Business Mix
Advisory, Annuities, Alternative Investments
Education
Northrop University – Masters, Business Administration
Previous Broker/Dealer
Voya Financial Advisors, Inc.
Professional Designations
Registered Principal
Children Elizabeth 2025 Accomplishments
Set up a Donor Advised Fund to donate to charity. Helped many clients gain financial independence and secure their retirement.
Goals for 2026
Continue to help clients achieve their financial goals.
Favorite Piece of Business or Life Advice
Stay healthy, have fun.
Joshua Tschirgi
Elite Advisor First-Time Qualifier
Office Location
West Linn, OR
Years in Business
14
With IFG Since 2019
Business Mix
66% Advisory, 20% Annuities, 10% Alternatives, 4% Brokerage Education
University of Oregon – BS, Political Science
Previous Broker/Dealer
ClientOne Securities
Professional Designations CFP®
Children
Peyton & Quinton 2025 Accomplishments
First year my office has done $1m in revenue. Added experienced licensed assistant Karen Perlich.
Goals for 2026
Automate your marketing.
Favorite Piece of Business or Life Advice
The best way to predict the future is to create it.
Chris Vizzi
Elite Advisor
Thirteen-Time Qualifier
Office Location
San Clemente, CA
Years in Business
20
With IFG Since 2009
Business Mix
50% Advisory, 50% Real Estate & Alternatives
Education
UC Santa Barbara – BA, Business
Economics & Accounting
Previous Broker/Dealer
MCL Financial
Professional Designations
CFP® Spouse Candice
Children
Calle, Cruz, Campbell & Coco
2025 Accomplishments
ThinkAdvisor Luminaries with Heart Award Winner, InvestmentNews Top Advisor, IFG President’s Advisory Council.
Goals for 2026
Add 3-5 advisors to our OSJ and continue to collaborate with other advisors at IFG.
Favorite Piece of Business or Life Advice
One day you’ll look back and realize these were the good old days.
Shawn Walker
Elite Advisor Eight-Time Qualifier
Office Location
Annapolis, MD
Years in Business
25
With IFG Since 2018
Education
University of Maryland, Baltimore
County – BA, Economics
Previous Broker/Dealer
SII Investments
Spouse Amy
Children Luke, Alex & Gwen
Charles Wareham
Two-Million Dollar Club Twelve-Time Qualifier
Office Location
Hartford, CT
Years in Business
34
With IFG Since 2014
Business Mix
Tax-free Retirement, Wealth
Management, Estate Planning, College Funding
Education
Penn State– BA, Communications and Business
Previous Broker/Dealer
LPL Financial
Spouse Barbara Children 3
2025 Accomplishments
Year-over-year GDC increases. Goals for 2026
Succession Planning. Favorite Piece of Business or Life Advice
You can’t build a reputation on what you are going to do.
Bryan Wertzer
Elite Advisor
Seventeen-Time Qualifier
Office Location
Sacramento, CA
Years in Business
33
With IFG Since 2009
Business Mix
90% Managed Money, 10% Direct
Business
Education
California State University, Sacramento – BA, Government
Previous Broker/Dealer
Finanacial Network
Professional Designations
AIF®
Spouse
Jennifer
Children
Aidan & Blake 2025 Accomplishments
Purchased a home in Scottsdale, AZ; creating better work-life balance while achieving the best revenue year of my career.
Goals for 2026
Continue to grow revenue by increasing efficiencies as well as fostering strategic partnerships. Favorite Piece of Business or Life Advice
Don’t be afraid to embrace change! In business “if it isn’t broken, fix it anyway”.
Frank Wong
Elite Advisor
Eight-Time Qualifier
Office Location
New York, NY
Years in Business
40
With IFG Since 2017
Business Mix
Advisory & Annuities
Education
Syracuse University – BS, Business
Administration
Previous Broker/Dealer
Jackson National
Professional Designations CFP®
Spouse Natalie Children 3
2025 Accomplishments
Third son working in my practice. Goals for 2026 Working with my sons. Favorite Piece of Business or Life Advice
Enjoy your family and friends.
Jay Wurtzler
Two-Million Dollar Club Twenty-One-Time Qualifier
Office Location
San Diego, CA
Years in Business
38
With IFG Since 2003
Business Mix
80% Fee-based, 20% mixed
Education
Xavier University – BA, Marketing/ Finance
Previous Broker/Dealer
Sentra Securities
Professional Designations
CFP®, CDFA
Spouse Erica Children Blake & Morgan 2025 Accomplishments
Grew closer to family, true friends, and God.
Favorite Piece of Business or Life Advice
Listen more, talk less, give more and take less, be there for those who need you.
Contact List
KYLE ADDINGTON
+1 602-441-9441
15150 W Park Place Suite 303
Goodyear, AZ 85395
SEAN AGAHI*
+1 925-244-6604
14333 Fm 121-12
Van Alstyne, TX 75495
RYAN ANSTED*
+1 410-573-5700
1906 Towne Centre Blvd Suite 260
Annapolis, MD 21401
IAN ARROWSMITH
+1 410-573-5700
1906 Towne Centre Blvd Suite 260
Annapolis, MD 21401
JAMMIE AVILA
+1 702-353-2454
1368 Paseo Verde Pkwy Suite 100
Henderson, NV 89012
KIRK BADII
+1 310-846-8362
550 Reserve St Suite 250
Southlake, TX 76092
NICK BEHNKE*
+1 920-233-7400 1055 Witzel Avenue Oshkosh, WI 54902
DUSTIN BLODGETT
+1 925-362-9571
1390 Willow Pass Rd Suite 960 Concord, CA 94520
PETER BLOK
+1 484-234-3300
243 W. Lincoln Hwy Exton, PA 19341
BLAKE BONNER
+1 806-418-2352
7629 Hillside Rd Suite 100
Amarillo, TX 79119
PAT BRENNAN*
+1 858-552-6960
12680 High Bluff Drive Suite 250 San Diego, CA 92130
STEVE CARLTON
+1 952-844-0039
7825 Washington Ave S Suite 410
Bloomington, MN 55439
* NOT ATTENDING
JAMES CHANG
+1 240-479-2688
2400 Research Blvd Suite 310
Rockville, MD 20850
KELLY CLYDE +1 877-922-7242
1520 North El Camino Real Unit 1 San Clemente, CA 92672
CINDY COUYOUMJIAN +1 714-210-0549
15145 Woodlawn Ave Suite 100 Tustin, CA 92780
ARI CRANDALL*
+1 858-668-0776
12531 High Bluff Drive Suite 110 San Diego, CA 92130
DAN DOUGHERTY*
+1 651-400-1692
103 Marty Drive Suite 101 Buffalo, MN 55313
DILLON DOUGHERTY*
+1 651-400-1922
103 Marty Drive Suite 101 Buffalo, MN 55313
Contact List
ITTAI DVIR*
+1 301-779-5801
909 Rose Ave Suite 400 North Bethesda, MD 20852
MARK EALY
+1 760-994-4039
2035 Corte Del Nogal Suite 150
Carlsbad, CA 92011
JAY ENG
+1 310-375-0909
25500 Hawthorne Blvd Suite 1250
Torrance, CA 90505
ROD EVANS
+1 858-622-0066
4727 Executive Drive Suite 300 San Diego, CA 92121
JIM FAHY*
+1 610-524-7078
237 W Lincoln Hwy Exton, PA 19341
JIM FLANAGAN
+1 630-505-8375
3020 Woodcreek Drive Suite C1
Downers Grove, IL 60515
CHRISTOPHER
GLEASON*
+1 203-262-6280
3827 Camino Real Sarasota, FL 34239
JOSHUA GOLDSMITH*
+1 410-573-5700
1906 Towne Centre Blvd
Suite 260
Annapolis, MD 21401
TIM HAYES
+1 661-945-1828
1210 West Avenue J Suite 300 Lancaster, CA 93534
MARCUS HENDERSON
+1 615-386-9141
5409 Maryland Way Suite 300 Brentwood, TN 37027
DAVID HERMAN*
+1 410-573-5700
1906 Towne Centre Blvd Suite 260 Annapolis, MD 21401
DAVID HILL
+1 575-647-5858
545 N Main Street Las Cruces, NM 88001
RACHEL HOANG
+1 310-374-3588
2200 Pacific Coast Highway Suite 306 Hermosa Beach, CA 90254
JOEL HOOPER
+1 541-440-6868
2192 NE Stephens St Roseburg, OR 97470
MICHAEL HYAT
+1 858-676-3322
12730 High Bluff Drive Suite 120 San Diego, CA 92130
ERICH IMPHONG*
+1 301-907-9790
8401 Connecticut Avenue Suite 401 Chevy Chase, MD 20815
KATHY KEADLE
+1 866-678-3770
3714 Executive Center Dr Martinez, GA 30907
DIANE KIMBRO
+1 949-556-9772
825 Colorado Blvd Suite 201 Los Angeles, CA 90041
Contact List
KYLE KIRWAN
+1 702-878-4742
1368 Paseo Verde Pkwy Suite 100 Henderson, NV 89012
JOSH KOEHNEN
+1 858-668-0776
12531 High Bluff Drive
Suite 110
San Diego, CA 92130
RICH KRAFCIK
+1 804-272-8272
9011 Arboretum Parkway Suite 180 Richmond, VA 23236
DAN LANG*
+1 818-991-7700
5743 Corsa Ave Suite 213 Westlake Village, CA 91362
SUZY LAWRENCE*
+1 626-254-7955 155 North Lake Ave Suite 866 Pasadena, CA 91101
JOHN LEE*
+1 925-225-3688
4305 Hacienda Drive Suite 360 Pleasanton, CA 94588
JOSH LEE
+1 206-525-1212
155 NE 100th St
Suite 403 Seattle, WA 98125
MARC LORD
+1 619-996-3144
3636 Camino del Rio North
Suite 170
San Diego, CA 92108
MATT LUM*
+1 805-962-8455
929 Santa Barbara St Santa Barbara, CA 93101
MATTHEW MARCOM
+1 737-383-7250 1109 Flint Ridge Trail Georgetown, TX 78628
BRYAN MAZZA
+1 206-623-0588
7900 Se 28th St Suite 416
Mercer Island, WA 98040
GREGORY MEYER*
+1 818-990-9777
6345 Balboa Blvd Building 1 Encino, CA 91316
* NOT ATTENDING
DEEPEN MODI
+1 847-559-0983
2700 Patriot Blvd Suite 250 Glenview, IL 60062
ART MOLLOY +1 858-552-6960
12680 High Bluff Drive
Suite 250 San Diego, CA 92130
ANTHONY NAPOLITANO +1 702-878-4742
1368 Paseo Verde Pkwy
Suite 100 Henderson, NV 89012
ZOE NG +1 925-225-3688
4305 Hacienda Drive Suite 360 Pleasanton, CA 94588
GREG O’DONNELL
+1 415-758-6331 1101 Fifth Ave Suite 150 San Rafael, CA 94901
GREG OSTROWSKI
+1 410-573-5700
1906 Towne Centre Blvd Suite 260 Annapolis, MD 21401
Contact List
THOMAS OTTEN
+1 775-284-8744
1495 Ridgeview Drive Suite 220 Reno, NV 89519
JODI PADGETT
+1 928-778-0933
1555 Plaza West Prescott, AZ 86303
AMRISH PATEL
+1 480-336-3456
8777 N. Gainey Center Drive Suite 161 Scottsdale, AZ 85248
JOHN PEARSON
+1 707-585-2885
1400 Guerneville Rd Suite 14
Santa Rosa, CA 95403
PETER PRESCOTT*
+1 949-248-9815
30950 Rancho Viejo Rd Suite 100
San Juan Capistrano, CA 92675
CHAD SCHIEL
+1 949-388-4455
30448 Rancho Viejo Rd Suite 180
San Juan Capistrano, CA 92675
JASON SEGAWA
+1 808-695-6200
1580 Makaloa St Suite 1111 Honolulu, HI 96814
JEFF SENGLAUB*
+1 262-646-4466
3960 Hillside Drive
Suite 201 Delafield, WI 53018
JIM SENGLAUB
+1 262-646-4466
3960 Hillside Drive Suite 201 Delafield, WI 53018
MIKE SENGLAUB*
+1 262-646-4466
3960 Hillside Drive Suite 201
Delafield, WI 53018
HERB SHIRAISHI
+1 808-951-7185
1357 Kapiolani Blvd Suite 1140 Honolulu, HI 96814
JAY SPRINKEL
+1 410-573-5700
1906 Towne Centre Blvd Suite 260
Annapolis, MD 21401
LARRY STECKLER*
+1 858-513-8445
14259 Danielson St Poway, CA 92064
STEVE SUTLEY
+1 916-438-6700
9700 Business Park Drive Suite 204 Sacramento, CA 95827
JONATHAN SZOSTEK*
+1 410-573-5700
1906 Towne Centre Blvd Suite 260 Annapolis, MD 21401
MICHAEL TANNERY
+1 214-239-4700
740 E Campbell Rd Suite 120 Richardson, TX 75081
JOYCE THOMAS
+1 626-292-7218
142 N San Gabriel Blvd Unit B
San Gabriel, CA 91775
JOSHUA TSCHIRGI
+1 360 787-9317
2292 Rogue Way West Linn, OR 97068
Contact List
CHRIS VIZZI
+1 877-922-7242
1520 North El Camino Real Unit 1
San Clemente, CA 92672
SHAWN WALKER*
+1 410-573-5700
1906 Towne Centre Blvd Suite 260 Annapolis, MD 21401
CHARLES WAREHAM
+1 860-218-2048
750 Main St Suite 400 Hartford, CT 06108
BRYAN WERTZER
+1 916-438-6700
9700 Business Park Drive Suite 204 Sacramento, CA 95827
* NOT ATTENDING
FRANK WONG
+1
212-938-7565
150 West 56 St Suite 4012
New York, NY 10019
JAY WURTZLER
+1 858-552-6960
12680 High Bluff Drive Suite 250 San Diego, CA 92130
Financial Group